Win new clients through the people who already trust your advice
Reco helps accountants, mortgage brokers, advisers and bookkeepers turn successful client outcomes and life events into trackable warm introductions.
For accountants, mortgage brokers, financial advisors and bookkeepers.
- Easy setup
- No credit card required
- We'll help you get started
Introduce a contact
Referral reward
A suitable thank-you where appropriate
Your friend gets
A useful first conversation for them
You're already paying to find new customers
Advertising helps you win the first customer. Reco helps that happy customer introduce the next one.
Traditional Marketing
Paid advertising reaches people who don't know you yet
The Reco Way
Reco turns customers you've already won into another source of new business
Why referrals work so well for financial services
Life events trigger recommendations
Buying a home, refinancing, starting a business, tax time and retirement all prompt people to ask friends who they use.
Trust transfers through an introduction
A client who already trusts your advice can give a new prospect confidence before the first conversation.
Clients know others at the same stage
Home buyers know other buyers, business owners know other owners, and families often share the same financial questions.
Long relationships create repeated opportunities
Annual reviews, tax cycles and changing life stages give satisfied clients many moments to introduce someone new.
Making it easy for your clients to refer you new business
Get your referral program up and running in minutes, and start driving "Customer Led Growth". See results in days.
What could a referral program look like?
A real example of how a Reco offer could look for your business.
Meridian Accounting
Recommend Meridian Accounting
Referral reward
Offer an appropriate thank-you where permitted
Your friend gets
Give a contact a useful first consultation or introductory conversation
Other reward ideas for financial services
- A charitable contribution where appropriate
- Service credit where appropriate
- An additional review or service add-on
- A benefit for the new client
- No reward - simply make introductions easy to track
How you would use Reco in your business
Use the different stages of engagement with your clients to make it easy for them to refer your business to friends, family and associates.
A milestone is completed
Include a referral link in the completion note after a tax, loan or planning milestone.
Annual review or completion
Add a referral invitation to the annual review summary or completion email.
A client thanks you
Reply to their thanks with a discreet referral link they can share with someone they trust.
A related life event comes up
Send a referral link when they mention a friend facing a similar financial milestone.
NOTE: Certain regulated industries have restrictions on advertising and incentives. Make sure you comply with local regulations when designing and distributing any incentives to clients and prospective clients.
Reco is a Complete Solution to Increase Word of Mouth Referrals
- In just a few minutes you can set up a range of incentives to encourage your clients to refer your business.
- Reco provides numerous ways to share incentives with your clients, so they can easily make referrals.
- Both the person making the referral and the person being referred verify their contact details, so you know the referral is genuine. Only then are you charged a small fee.
- You control how incentives are used and privacy is assured for clients and those they refer.
Watch the video, to see it in action.
Turn word of mouth into a system
Generate more referrals
Make it easy for happy customers to recommend you, so more of them actually do.
Know your advocates
See which customers are bringing you new business and keep them engaged.
Reward results, not clicks
Rewards are tied to confirmed referrals, not impressions or clicks.
Frequently Asked Questions
See how Reco could work for your firm
We'll help you create your first referral offer so you can see exactly how it would work for your clients.
No obligation. You choose the offer and the reward.